401k Plan data: KUUSAKOSKI US LLC 401(K) PROFIT SHARING PLAN AND TRUST plan

KUUSAKOSKI US LLC 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	KUUSAKOSKI US LLC 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

KUUSAKOSKI US LLC 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KUUSAKOSKI US LLC has sponsored the creation of one or more 401k plans.

Company Name: KUUSAKOSKI US LLC

Employer identification number (EIN): 453477604

NAIC Classification: 493100

Additional information about KUUSAKOSKI US LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 5039394

More information about KUUSAKOSKI US LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KUUSAKOSKI US LLC 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DONNA BRADFORD 2023-05-16 DONNA BRADFORD 2023-05-16
001 2021-01-01 DONNA BRADFORD 2022-09-22 DONNA BRADFORD 2022-09-22
001 2020-01-01 JULIE COTTRELL 2021-09-28
001 2019-01-01
001 2018-01-01 JULIE COTTRELL 2019-08-26 JULIE COTTRELL 2019-08-26
001 2017-01-01 JULIE COTTRELL JULIE COTTRELL 2018-08-15
001 2016-01-01 JULIE COTTRELL JULIE COTTRELL 2017-10-11
001 2015-01-01 JULIE COTTRELL 2016-10-17
001 2014-01-01 JULIE COTTRELL 2016-10-17
001 2014-01-01 LESLEY GAUTHIER 2015-10-15
001 2014-01-01 LESLEY GAUTHIER 2015-11-03
001 2013-01-01 LESLEY GAUTHIER 2014-05-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DONNA BRADFORD	2023-05-16	DONNA BRADFORD	2023-05-16
001	2021-01-01	DONNA BRADFORD	2022-09-22	DONNA BRADFORD	2022-09-22
001	2020-01-01	JULIE COTTRELL	2021-09-28
001	2019-01-01
001	2018-01-01	JULIE COTTRELL	2019-08-26	JULIE COTTRELL	2019-08-26
001	2017-01-01	JULIE COTTRELL		JULIE COTTRELL	2018-08-15
001	2016-01-01	JULIE COTTRELL		JULIE COTTRELL	2017-10-11
001	2015-01-01	JULIE COTTRELL	2016-10-17
001	2014-01-01	JULIE COTTRELL	2016-10-17
001	2014-01-01	LESLEY GAUTHIER	2015-10-15
001	2014-01-01	LESLEY GAUTHIER	2015-11-03
001	2013-01-01	LESLEY GAUTHIER	2014-05-22

Plan Statistics for KUUSAKOSKI US LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for KUUSAKOSKI US LLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2019: KUUSAKOSKI US LLC 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 63
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 25
Total of all active and inactive participants 2019-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 88
Number of participants with account balances 2019-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: KUUSAKOSKI US LLC 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 64
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 24
Total of all active and inactive participants 2017-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 88
Number of participants with account balances 2017-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: KUUSAKOSKI US LLC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 74
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 28
Total of all active and inactive participants 2016-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 102
Number of participants with account balances 2016-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2019: KUUSAKOSKI US LLC 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	63
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	25
Total of all active and inactive participants	2019-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	88
Number of participants with account balances	2019-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: KUUSAKOSKI US LLC 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	64
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	24
Total of all active and inactive participants	2017-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	88
Number of participants with account balances	2017-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: KUUSAKOSKI US LLC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	74
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	28
Total of all active and inactive participants	2016-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	102
Number of participants with account balances	2016-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on KUUSAKOSKI US LLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2019 : KUUSAKOSKI US LLC 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$461,859
Expenses. Total of all expenses incurred	2019-12-31	$95,397
Benefits paid (including direct rollovers)	2019-12-31	$78,009
Total plan assets at end of year	2019-12-31	$1,461,935
Total plan assets at beginning of year	2019-12-31	$1,095,473
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$150,938
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$1,417
Other income received	2019-12-31	$228,319
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$366,462
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,461,935
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,095,473
Assets. Value of participant loans	2019-12-31	$26,409
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2019-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2019-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$322
Total contributions received or receivable from employer(s)	2019-12-31	$81,185
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$17,388
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2017 : KUUSAKOSKI US LLC 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$467,110
Total of all expenses incurred	2017-12-31	$613,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$598,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$297,125
Value of total assets at end of year	2017-12-31	$1,081,637
Value of total assets at beginning of year	2017-12-31	$1,228,297
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$15,155
Total interest from all sources	2017-12-31	$5,725
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$19,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$19,613
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$250,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$185,337
Participant contributions at end of year	2017-12-31	$12,154
Participant contributions at beginning of year	2017-12-31	$5,805
Participant contributions at end of year	2017-12-31	$4,970
Participant contributions at beginning of year	2017-12-31	$5,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-146,660
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,081,637
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,228,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$5,587
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$795,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$930,878
Interest on participant loans	2017-12-31	$957
Interest earned on other investments	2017-12-31	$4,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$265,737
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$282,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$144,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$111,788
Employer contributions (assets) at end of year	2017-12-31	$3,187
Employer contributions (assets) at beginning of year	2017-12-31	$3,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$598,615
Contract administrator fees	2017-12-31	$9,568
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DUFEK & COMPANY, LLC
Accountancy firm EIN	2017-12-31	271515696
2016 : KUUSAKOSKI US LLC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total transfer of assets to this plan	2016-12-31	$465,649
Total income from all sources (including contributions)	2016-12-31	$694,756
Total of all expenses incurred	2016-12-31	$468,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$462,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$592,151
Value of total assets at end of year	2016-12-31	$1,228,297
Value of total assets at beginning of year	2016-12-31	$536,748
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$5,878
Total interest from all sources	2016-12-31	$17,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$250,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$174,346
Participant contributions at end of year	2016-12-31	$5,805
Participant contributions at beginning of year	2016-12-31	$9,209
Participant contributions at end of year	2016-12-31	$5,473
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$313,983
Other income not declared elsewhere	2016-12-31	$-22,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$225,900
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,228,297
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$536,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$930,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$519,427
Interest on participant loans	2016-12-31	$569
Interest earned on other investments	2016-12-31	$16,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$282,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$8,112
Net investment gain/loss from pooled separate accounts	2016-12-31	$108,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$103,822
Employer contributions (assets) at end of year	2016-12-31	$3,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$462,978
Contract administrator fees	2016-12-31	$5,878
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DUFEK & COMPANY, LLC
Accountancy firm EIN	2016-12-31	271515696

Form 5500 Responses for KUUSAKOSKI US LLC 401(K) PROFIT SHARING PLAN AND TRUST

2019: KUUSAKOSKI US LLC 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: KUUSAKOSKI US LLC 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KUUSAKOSKI US LLC 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	88
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $25
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	25
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	107
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $35
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	35
Additional information about fees paid to insurance broker	PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?	3
Insurance broker name	KESTRA INVESTMENT SERVICES LLC

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Company Name:	KUUSAKOSKI US LLC
Employer identification number (EIN):	453477604
NAIC Classification:	493100

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	5039394